Marjorie specializes in estate planning. Since 1977, she has been working with individuals and families in structuring plans which provide a unique approach to tax and family planning. She now represents several generations within a family as the family members work to pass on their legacies through the generations.

Marjorie is a graduate of Tufts University with a degree in sociology (she does realize that this degree is not particularly useful in the real world). She obtained her J.D. from SMU Law School in 1974 and her L.L.M. in Taxation from SMU Law School in 1981. She is Board Certified in Estate Planning and Probate by the Texas Board of Legal Specialization. She is a Fellow of the American College of Trust and Estate Counsel and is the 2014 Texas State Chair. Marjorie is a member of the Estate and Trust Legislative Affairs Committee of the Real Estate, Probate and Trust Law section of the State Bar of Texas and she was also the Past President of the Dallas Estate Planning Council (2003-2004).

Marjorie is a frequent speaker before professional and lay groups on various estate planning topics from the basics of estate planning to cutting edge sophisticated estate planning techniques. She is a co-author of Texas Wills, Trusts and Estate Planning, a four volume set which is part of West Publishing Texas Practice series. Marjorie has also written a Guidebook on Estate Planning for her clients which is available on this web site entitled Estate Planning the Process.

Marjorie took a foray into psychology in the early 1980s, almost completing her masters prior to returning to her full time estate planning practice. She utilizes her background in psychology, coupled with extensive experience in client relations, to develop legacy planning which considers the intangible as well as the tangible legacies we leave. Marjorie has written and continues to develop material for her clients to assist them in creating Trusts to carry out their legacies, focusing on the use of Purpose Statements and the structure of a “Productivity Trust” to encourage the individual development and productivity of the beneficiaries.

Marjorie has three delightful grown children (Andrew, Ben and Lee), and swims, bikes, jogs and practices yoga to maintain her sanity.